HomeMy WebLinkAbout04-0208BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
LYDIA L NICOLLS
10 FALCON CT
MECHANICSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAXSEHENT. ALLONANCE OR DISALLOHANCE
OF DEDUCTIONS, AND ASSESSNENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
~ ~, ~, ~ DATE 02-16-2004
;:~ . :: i ;£ ~;,~t!~ ESTATE OF NICOLLS
DATE OF DEATH 11-26-1997
FILE NUMBER
'04 FEB 13 P 3:28 COUNTY
SSN/DC
ACN
CUMBERLAND
204-05-7449
04001642
Amount Remitted
REV-15G8 ID( AFP (01-0~)
MYRTLE R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS '~
REV-1548 EX RFP (01-0~)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-16-2004
ESTATE OF NICOLLS
HYRTLE R DATE OF DEATH 11-26-1997 COUNTY CUHBERLAND
FILE NO. S.S/D.C. NO. 204-05-7449 ACN 04001642
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5070082999
TYPE OF ACCOUNT: C ) SAVINGS C~ CHECKING C ) TRUST C ) TIME CERTIFICATE
DATE ESTABLISHED 01-01-1979
Account Balance 1,516.19
Percent Taxable X 0.500
Amount Sub§ect to Tax ~58.I0
Debts and Deductions .00
Taxable Amount &58.10
Tax Rate ~ .06
Tax Due 59.49
TAX CREDITS:
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
NTEREST IS CHARGED THROUGH 02-24-2004
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
( IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR), YOU MAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. }
.00
59.49
15.51
54.80
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
LYDIA L NICOLLS
10 FALCON CT
HECHANICSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHEETTANCE TAX
APPRAXSEI~ENT~, ALLOHANCE OR DXSALLOMANCE
OF DEDUCTTONS, AND ASSESSHENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
FILE NUHBER
'04 FEB 13 P 3:28 COUNTY
SSN/DC
ACN
DATE 02-16-2004
ESTATE OF NICOLLS MYRTLE R
DATE OF DEATH 11-26-1997
CUMBERLAND
204-03-7449
04001645
Amount Remitted I
MAKE CHECK PAYABLE AND REHIT PAYHENT TO=
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE
RETAIN LOWER PORTION FOR YOUR RECORDS
REV-1548 EX AFP C01-05)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DZSALLONANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-16-2004
ESTATE OF NICOLLS
MYRTLE R DATE OF DEATH 11-26-1997 COUNTY CUHBERLAND
FILE NO.
S.S/D.C. NO. 204-05-7449 ACN
TAX RETURN NAS: CX) ACCEPTED AS FILED C ) CHANGED
04001645
JOINT OR TRUST ASSET XNFORHATXON
FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5070025548
TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING ( ) TRUST ( ) TIHE CERTIFICATE
DATE ESTABLISHED 01-01-1979
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
TAX CREDITS:
1,248.15
0.500
624.08
o00
624.08
.06
$7.44
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR HONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
PAYHENT RECEIPT DISCOUNT C+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID
INTEREST IS CHARGED THROUGH 02-24-2004
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORH
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
ZF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR}, YOU HAY BE DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. }
.00
57.44
14.51
51.95
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280&01
HARRISBURG, PA 17128-0&01
LYDIA L NICOLLS
10 FALCON CT
MECHANICSBURG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTTCE OF XI~ERTTANCE TAX
APPRAISEMENT. ALLOi(ANCE OR DTSALLONANCE
OF DEDUCTXONS~ AND ASSESSI~ENT OF TAX ON
JOI'NTL¥ HELD OR TRUST ASSETS
,~ DATE 02-1&-2004
' : '~:~ ESTATE OF NICOLLS
DATE OF DEATH 11-26-1997
FILE NUMBER
'04 FEB 13 ? 3:28 COUNTY
SSN/DC
ACN
PA 17~,~}~b~,,i&,_,d co., PA
CUMBERLAND
204-05-7449
04001644
Amount Remitted
REV-1548 EX AFP C01-03)
MYRTLE R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THXS LINE ~'* RETAXN LOWER PORTION FOR YOUR RECORDS ~
REV-1548 EX AFP C01-05)
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 02-16-2004
ESTATE OF NICOLLS
MYRTLE R DATE OF DEATH 11-26-1997 COUNTY CUMBERLAND
FILE NO. S.S/D.C. NO. 204-05-7449 ACM 04001644
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
JOINT OR TRUST ASSET INFORMATION
FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5080025052
TYPE OF ACCOUNT: C~ SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 05-11-1994
Account Balance 1,259.79
Percent Taxable X 0.500
Amount Subject to Tax 619.90
Debts and Deductions .00
Taxable Amount 619.90
Tax Rate X .06
Tax Due 57.19
TAX CREDTTS:
NOTE:
TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 02-24-2004
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~
C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" C CR~,' YOU MAY ~E DUE A REFUND.
SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
.00
57.19
14.42
51.61
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF IND~VIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 003641
NICOLLS LYDIA L
10 FALCON COURT
MECHANICSBURG, PA
17055
........ fold
ESTATE INFORMATION: SSN: 204-03-7449
FILE NUMBER: 2104-0208
DECEDENT NAME: NICOLLS MYRTLE R
DATE OF PAYMENT: 03/05/2004
POSTMARK DATE: 03/04/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 11/26/1997
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
00441644 $51.61
04001643 $51.95
00440642 $54.80
': R~EMARKS'
SEAL
LYDIA L NICOLLS
CHECK//8510
TOTAL AMOUNT PAID:
$158.36
INITIALS: AC
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
BUREAU OF TNDTV/DUAL TAXES
INHERITANCE TAX DTVTSZON
DEPT. 280601
HARRISBURG,, PA 17128-0601
COHHONgEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'04 /~Pi~ 26
LYDIA k NICOLLS
10 FALCON CT 170~'~i:~
HECHANICSBURG PA ~-';~,, %~ C .
DATE 04-12-2004
ESTATE OF NICOLLS
DATE OF DEATH 11-26-1997
.~ZLE NUHBER 21 04-0208
'~'~OUNTY CUHBERLAND
ACN 04001645
Amoun~ Remi t'l'ed
REV-I~07 EX AFP ¢n1-05)
HYRTLE R
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF gILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit t;o your account, submit the upper portion of this form with your tax payment.
CUT ALONG TH'rS L'rNE ~ RETA'rN LOgER PORTION FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) Nl~ ZNHER'rTANCE TAX STATEHENT OF ACCOUNT N~
ESTATE OF NICOLLS HYRTLE R FILE NO. 21 04-0208 ACN 04001645 DATE 04-12-2004
THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN TN THE NANED ESTATE. SHO#N BELO#
ZSA SUHHARY OF THE PRINCIPAL TAX DUE:, APPLICATION OF ALL PAYHENTS`, THE CURRENT BALANCE`, AND,, ZF APPLICABLE`,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHENT: 02-16-Z004
PRINCIPAL TAX DUE: .........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
37.44
PAYHENT RECEIPT DISCOUNT (+)
DATE NUH~ER INTEREST/PEN PAID (-) AHOUNT PAID
05-04-2004 CD005641 14.51- 51.95
IF PAID AFTER THIS DATE~ SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
TOTAL TAX CRED'rT
37.44
BALANCE OF TAX DUE .00
INTEREST AND PEN.
TOTAL DUE
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ]
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RES[DENT DECEDENT make check or money order payable to: REG/STER OF NZLLS, AGENT.
-- [f NON-RES[DENT DECEDENT make check or money order payable to: COHNONNEALTH OF PENNSYLVAN/A.
REFUND (CR): A refund of a tax credit, ehich was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-131S). Applications are available at
the Office of the Register of #ills, any of the Z3 Revenue District Offices or from the Department's Z~-hour
ans#aring service for forms ordering: 1-800-56Z-Z050; services for taxpayers #ith special hearing and / or
speaking needs: 1-800-~7-50Z0 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 171Z8-0601, phone
(717) 787-6505.
DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SZ) discount
of the tax paid is allowed.
PENALTY:
The 1SZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
iNTEREST:
interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rata of .00016~. Ali taxes which became daIinquant on and after
January 1, 198Z wiiI bear interest at a rate which wi1! vary from calendar year to calendar year eith that rate
announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZO0~ are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year
198Z ZOZ .0005~8 1988-1991 llZ .OOOSOl Z001
1985 162 .000~38 1992 9Z .O00Z~7 ZOOZ
19&~ llZ .O00SOl 1993-199~ 7Z .00019Z ZOOS
1988 ZSZ .000356 1995-1998 9Z .000247 ZO0~
1986 lOX .O00Z7~ 1999 7Z .OOO19Z
1987 9Z .OOOZ~7 ZOO0 8Z .000Z19
Interest Daily
Rate Factor
92 .0002~7
6Z .00016~
5Z .0001S7
~Z .000110
--interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPA'rD X NUHBER OF DAYS DELXNQUBNT X DAXLY 'rNTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
BUREAU OF TNDTVTDUAL TAXES
TNHERTTANCE TAX DI'VZSTON
DEPT. 180601
HARRISBURG.. PA 17118-0601
COHHONNEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
$'I'ATEMENT OF ACCOUNT
REV-ZGO? EX &FP [OZ-OS)
LYDZA L NZCOLLS
10 FALCON CT
MECHANZCSBURG PA 17055
i-~,:. DATE 0~-12-2004
::~{~ ESTATE OF NZCOLLS
DATE OF DEATH 11-26-1997
FZLE NUHBER 21
'0,~ APR 26 ~"Jt~Y CUMBERLAND
ACN 040016~
Amoun~ Reaitted
MYRTLE R
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGTSTER OF NTLLS
CUHBERLAND CO COURT HOUSE
CARLTSLE, PA 17015
NOTE: To insure proper cred/~ ~o your account, submit fha uppmr portion of this form with your tax payment.
CUT ALONG TH'rS LZNE I~* RETAZN LONER PORTZON FOR YOUR RECORDS
ESTATE OF NTCOLLS MYRTLE R F'rLE NO. 21 04-0108 ACN 040016~4 DATE 04-12-2004
THZS STATEHENT ZS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHONN BELO#
ZS A SUNNARY OF THE PRZNCZPAL TAX DUE,, APPLZCATZON OF ALL PAYHENTS,, THE CURRENT BALANCE`' AND., ZF APPLZCABLE,,
A PROJECTED ZNTEREST FZGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-16-2004
PRZNCZPAL TAX DUE: .........................................................................................................................................................................................................................
PAYHENTS (TAX CREDZTS):
~7.19
PAYHENT RECEZPT DZSCOUNT (+)
DATE NUMBER ZNTEREST/PEN PAZD (-) AHOUNT PAZD
05-04-2004 CD005641 14.~2- 51.61
ZF PAZD AFTER THZS DATE`' SEE REVERSE
SZDE FOR CALCULATZON OF ADDZTZONAL ZNTEREST.
( ZF TOTAL DUE ZS LESS THAN
NO PAYNENT ZS RE~UZRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR),
TOTAL TAX CREDZT
37.19
BALANCE OF TAX DUE .00
ZNTEREST AND PEN.
TOTAL DUE .05
YOU NAY DE DUE A REFUND. SEE REVERSE SZDE OF THZS FORH FOR ZNSTRUCTZONS. )
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS~ AGENT.
-- Xf NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may bm requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at
the Office of the Register of Nills, any of the Z3 Revenue District Offices or frei the Department's Zq-hour
answering service for forms ordering: 1-SOO-36Z-ZOSg; services for taxpayers with special hearing and / or
speaking needs: 1-800-qq7-3OZO (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount
of the tax paid is allowed.
PENALTY:
The 15Z tax amnesty non-participation penalty is computed on 'the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (TX) percent par annum calculated at a daily rate of .OOg16q. All taxes which became delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue.
The applicable interest rates for 198Z through ZOO~ are:
interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year
1982 202 .goose8 1988-1991 112 .OOO3Ol 2001
1983 162 .000~38 1992 92 .0002q7 ZOOZ
198~ 112 .OO03Ol 1993-199~ 72 .000192 2003
1985 132 .000356 1995-1998 9Z .O00Zfi7 ZOOq
1986 102 .OOOZ7~ 1999 7Z .000192
1987 92 .000247 2000 8Z .000219
Interest Daily
Rate Factor
92 .0002~7
62 .00016~
52 .000137
qZ .O00XlO
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
BUREAU OF tNDTVZDUAL TAXES
I*NHERZTANCE TAX DI'VISTON
DEPT. Z80601
HARRISBURG,, PA 17128-0601
COMNONWEALTH OF PENNSYLVANZA
DEPARTMENT OF REVENUE
ZNHERZTANCE TAX
STATEMENT OF ACCOUNT
REV-i&07 EX AFP C01-05)
'04 ~?R 2~
LYDIA L NZCOLLS
10 FALCON CT
HECHANICSBURG PA lZ~5
DATE 04-12-200q
ESTATE OF NICOLLS MYRTLE R
DATE OF DEATH 11-26-1997
FILE NUMBER 21 04-0208
COUNTY CUMBERLAND
ACN 0q001642
Amoun~ Rmmi~md
HAKE CHECK PAYABLE AND REMIT PAYHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper crmdi~ ~o your mccoun(, submi~ ~hm upper portion of (hAs form wi~h your ~ax payment:.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS *~
REV-1607 EX AFP (01-03} NNN INHERITANCE TAX STATEMENT OF ACCOUNT ~NN
ESTATE OF NICOLLS MYRTLE R FILE NC. Z10~-OZ08 ACN 0q0016~2 DATE 0~-1Z-2004
TNTS STATEMENT TS PROVTDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHOWN BELO#
TS A SUMMARY OF THE PR/NC/PAL TAX DUE., APPLZCATTON OF ALL PAYMENTS, THE CURRENT BALANCE:. AND, ZF APPL/CABLE,
A PROJECTED /NTEREST FZOURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTHENT: OZ-16-ZOOq
PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
$9.~9
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
O$-Oq-2OOq CDOO$6ql 15.$1- 5q.80
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( ZF TOTAL DUE ZS LESS THAN $1,
NO PAYMENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR),
TOTAL TAX CREDIT
$9.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. .0~
TOTAL DUE .04
YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THTS FORM FOR /NSTRUCTTONS. )
PAYNENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on tho reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLSj AGENT,
-- if NON-RESTDENT DECEDENT make check or money order payable to: CONHON#EALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at
the Office of the Register of Nills, any of the 13 Revenue District Offices ar free the Department's Z4-hour
ansaaring service for forms ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or
speaking needs: 1-800-~47-3010 (TT only).
REPLY TO:
questions regarding errors contained on this notice should be addressed to: PA Department of Revenue) Bureau
of individual Taxes, ATTN: Post Assessment Review Unit) Dept. 280601, Harrisburg) PA 17116-0601, phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid aithin three (3) calendar months after the decadent's death, a five percent (51) discount
of the tax paid is aZlomad.
PENALTY:
The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax amnesty period.
/NTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (61) percent par annum calculated at a daily rata of .00016~. Al! taxes which became delinquent on and after
January 1, 1981 mill bear interest at a rate which mill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through ZO0~ are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year
1982 ZOZ .0005~8 1988-1991 111 .000301 Z001
1983 161 .000~38 1991 91 .0002~7 2002
1984 111 .000301 1993-1994 71 .000192 2003
1985 131 .000356 1995-1998 91 .000247 2004
1986 102 .OOOZ7q 1999 71 .000192
1987 91 .OOOZ~7 ZOO0 81 .000219
Interest Daily
Rate Factor
92 .0002~7
62 .00016~
SZ .000157
41 .000110
--Interest is calculated as folloas:
INTEREST = BALANCE OF TAX UNPAID X NUI(BER OF DAYS DELXNGIUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest suet be calculated.